Independent Family Office, LLC IWN Holdings History
Independent Family Office, LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 34,985.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $5.28 Mil. This investment constitutes 2.78% of their stock portfolio, and Independent Family Office, LLC now holds 0.05% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 5 purchases of IWN, at an average price of $106.05, for a total of 111,698.00 shares. In addition, there have been 6 sales at an average price of $111.94 for 76,713.00 shares. Based on historical transaction data and IWN's current price of $163.49, Independent Family Office, LLC's estimated gain on his IWN holdings is $2.46 Mil, reflecting a 20.77% gain to date.
Independent Family Office, LLC IWN ($163.49) Holding Chart
Independent Family Office, LLC IWN ($163.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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